Bennett Associates Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
1,326
+24
+2% +$5.52K 0.23% 41
2025
Q1
$308K Sell
1,302
-156
-11% -$36.9K 0.25% 37
2024
Q4
$332K Sell
1,458
-58
-4% -$13.2K 0.28% 33
2024
Q3
$374K Buy
+1,516
New +$374K 0.31% 34